Investment Analyst

Our client is a privately backed, rapidly growing real estate investment and funds management platform with an active pipeline of major Australian property transactions.

This is an opportunity to join a lean, highly experienced investment team and work directly with the Managing Director across acquisitions, financial modelling, transaction execution and portfolio strategy.

The successful candidate will gain genuine principal-side responsibility - helping determine where capital should be invested rather than simply advising on or facilitating transactions.

Key Responsibilities

• Assess new real estate acquisition and investment opportunities
• Build and maintain detailed acquisition, DCF, leveraged return, debt and equity models
• Undertake asset, market, tenant, lease and comparable-transaction analysis
• Evaluate investment returns, financing structures and key commercial risks
• Coordinate due diligence with valuers, lawyers, lenders, agents and technical advisers
• Prepare investment committee papers, investment memoranda and senior management presentations
• Support acquisitions, disposals, restructures and recapitalisations
• Monitor portfolio performance against acquisition assumptions and business plans
• Contribute to fund strategy, asset planning and long-term investment decisions

About You

You will ideally have approximately three to five years of experience within one or more of the following:

• Investment banking, preferably covering real estate, real assets or infrastructure
• Buy-side real estate investment or acquisitions
• Corporate finance or transaction advisory with meaningful property exposure

You will also bring

• Advanced Excel and financial-modelling capability
• Experience with DCF, IRR, NPV and debt and equity return analysis
• Exposure to acquisition, joint venture, development, fund or portfolio modelling
• Experience assessing institutional-grade real estate transactions, ideally above $50 million
• The ability to form an investment view and prepare a clear recommendation
• Strong written communication and PowerPoint skills
• Commercial judgement, intellectual curiosity and excellent attention to detail
• The confidence to work directly with senior decision-makers in a lean, entrepreneurial environment
• A relevant qualification in finance, commerce, economics, property or a related discipline

Experience using Forbury and progress towards the CFA qualification would be advantageous but are not essential.

Why Consider This Opportunity?

• Direct exposure to the Managing Director and senior investment team
• Genuine involvement throughout the complete investment life cycle
• Broader principal-side responsibility and transaction ownership
• Exposure to acquisitions, financing, investment committees and portfolio strategy
• Join a well-capitalised platform during an important stage of growth

Location: Sydney CBD

Employment: Full-time, predominantly office-based

All applications and enquiries will be treated confidentially.

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